Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.552 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47399.5 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46004.52 Kr¶
PnL: ---------------------------------------> -884.05 Kr¶
DD now: ---------------------------------> -2.53 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 10:26:41.944369'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 0.130000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| HMS Networks | 2 | 16.080000 | 802.800000 | 129.800000 | 19.290000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 3015.000000 | 88.000000 | 3.010000 | 2927.000000 |
| SAAB B | 8 | 0.870000 | 3437.600000 | 60.600000 | 1.790000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Intrum | 4 | 7.050000 | 567.600000 | 40.600000 | 7.700000 | 527.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.820000 | 395.200000 | 40.200000 | 11.320000 | 355.000000 |
| Corem Property Group B | 59 | -1.720000 | 606.520000 | 29.520000 | 5.120000 | 576.999999 |
| AcadeMedia | 12 | -0.450000 | 582.960000 | 25.960000 | 4.660000 | 557.000004 |
| Resurs Holding | 22 | -0.480000 | 599.060000 | 25.060000 | 4.370000 | 573.999998 |
| Boozt | 12 | 0.140000 | 1670.400000 | 16.400000 | 0.990000 | 1653.999996 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.360000 | 573.300000 | 11.300000 | 2.010000 | 562.000005 |
| Norva24 Group | 16 | 0.700000 | 550.080000 | 7.080000 | 1.300000 | 543.000000 |
| OEM International B | 7 | -0.650000 | 534.100000 | 6.100000 | 1.160000 | 527.999997 |
| Swedbank A | 3 | -1.760000 | 569.550000 | 5.550000 | 0.980000 | 564.000000 |
| Securitas B | 6 | -0.600000 | 575.280000 | 5.280000 | 0.930000 | 570.000000 |
| Karnov Group | 9 | 0.000000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Coor Service Management Hold. | 8 | -0.220000 | 534.000000 | 2.000000 | 0.380000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| CTEK | 13 | -0.470000 | 526.630000 | -7.370000 | -1.380000 | 533.999999 |
| Beijer Electronics Group | 26 | -5.790000 | 2958.800000 | -12.200000 | -0.410000 | 2971.000006 |
| Handelsbanken A | 5 | -1.440000 | 532.000000 | -14.000000 | -2.560000 | 546.000000 |
| Midsona B | 63 | 1.010000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Nordea Bank Abp | 29 | -1.190000 | 3427.800000 | -26.200000 | -0.760000 | 3453.999992 |
| Essity B | 2 | -2.320000 | 546.200000 | -27.800000 | -4.840000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.180000 | 551.500000 | -43.070000 | -7.240000 | 594.565215 |
| Essity A | 4 | -1.970000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Vivesto | 1368 | 0.770000 | 537.620000 | -75.380000 | -12.300000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.100000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Fasadgruppen Group | 35 | 0.960000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Axfood | 13 | -1.850000 | 3510.000000 | -246.000000 | -6.550000 | 3756.000001 |
| OX2 | 18 | 0.380000 | 1408.500000 | -255.500000 | -15.350000 | 1663.999992 |
| Ovzon | 52 | 0.000000 | 2761.200000 | -600.800000 | -17.870000 | 3361.999992 |
| TOTAL | 46004.520000 | -884.050000 | -2.53011% | 46888.564618 |
Updated:¶
'2023-01-26 10:26:54.981859'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
